SCHWAB STRATEGIC TR's ticker is SCHG and the CUSIP is 808524300. A total of 325 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $768,000 | +4.6% | 11,617 | +0.0% | 0.53% | -0.9% |
Q2 2017 | $734,000 | +4.6% | 11,615 | +0.0% | 0.54% | +0.2% |
Q1 2017 | $702,000 | +8.3% | 11,613 | +0.0% | 0.53% | +4.1% |
Q4 2016 | $648,000 | +1.2% | 11,611 | +0.0% | 0.51% | +1.2% |
Q3 2016 | $640,000 | +3.7% | 11,609 | +0.0% | 0.51% | +2.2% |
Q2 2016 | $617,000 | +1.5% | 11,607 | +0.0% | 0.50% | -6.4% |
Q1 2016 | $608,000 | -14.1% | 11,606 | -14.4% | 0.53% | -19.2% |
Q4 2015 | $708,000 | +4.6% | 13,554 | +0.0% | 0.66% | +2.5% |
Q3 2015 | $677,000 | – | 13,552 | – | 0.64% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Avantax Planning Partners, Inc. | 3,634,327 | $275,409,000 | 24.60% |
APPLETON GROUP, LLC | 236,494 | $17,922,000 | 23.55% |
Marquette Asset Management, LLC | 920,185 | $69,732,000 | 23.36% |
Financial Engines Advisors L.L.C. | 10,064,203 | $762,685,000 | 18.13% |
Fund Evaluation Group, LLC | 1,363,060 | $103,293,000 | 16.44% |
Financial Management Professionals, Inc. | 397,172 | $30,098,000 | 12.26% |
TOTAL INVESTMENT MANAGEMENT INC | 681,215 | $51,622,000 | 11.91% |
Newport Wealth Strategies, Inc. | 128,061 | $9,704,000 | 11.23% |
Spectrum Asset Management, Inc. (NB/CA) | 165,663 | $12,554,000 | 11.11% |
Krilogy Financial LLC | 539,323 | $40,870,000 | 10.31% |